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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,373 | $162,136-25.1% | $152,301-20.3% | $154,746-21.6% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 12.77% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,550 | $4,890-68.3% | $4,624-66.5% | $4,379-64.6% |
| Participant deferral / active EE | $4,623 | $8,341-44.6% | $8,004-42.2% | $6,730-31.3% |
| Admin fee / account holder | $2,866 | $15,759-81.8% | $14,398-80.1% | $14,365-80.1% |